You can import and export users in Blue Relay. This can be useful if you want to quickly create a large number of users or if you need to move users to a different environment.

 

From the left navigation panel, click Users. 




Export

You can export information for all existing users as a CSV file. The CSV file includes the following information for each user: username, first name, last name, groups, activation date, and termination date.

  1. In the Users list, click , then click Download Users.
  2. Follow your browser instructions to save the information as a CSV file.

Import

You can quickly create users by importing information from a CSV file. The users in the CSV file will be added to the existing list of Blue Relay users. Updates to pre-existing keys are not currently supported.

The CSV file must use the following structure: Username, First Name, Last Name, Groups. Username must contain the email address the user will use to login to Blue Relay. For example:


Username,First Name,Last Name,Groups
"tsmith@abc.com","Tim","Smith","Marketing"


To omit a group, include a blank value. For example:


Username,First Name,Last Name,Groups
"tsmith@abc.com","Tim","Smith",""


To include multiple groups, separate the groups with a comma. For example:


Username,First Name,Last Name,Groups
"tsmith@abc.com","Tim","Smith","Marketing,Sales"

 

  1. In the Users list, click , then click Bulk Import.
  2. Follow your browser instructions to select the CSV file you want to import.


To add Attributes for Users or Teams, add a column with the header Attribute: followed by the attribute name. Then add the attribute value under this column for any applicable Users or Teams. For example:


Username,First Name,Last Name,Groups,Attribute:Department
"tsmith@abc.com","Tim","Smith","Marketing","Marketing"